Privacy Policy and Data Protection

Our Commitment to Your Privacy

At veralinotex Financial Planning, we take your privacy seriously and are committed to protecting your personal information in accordance with Australian privacy laws and international standards.

This Privacy Policy explains how we collect, use, store, and protect your personal information when you use our financial planning consultation services.

Information We Collect

We collect various types of information to provide our consultation services effectively:

• Contact information including name, email address, phone number, and postal address
• Financial information relevant to providing consultation services, such as income details and financial goals
• Communication records including consultation notes, emails, and service interactions
• Technical information such as IP address, browser type, and website usage patterns

How We Use Your Information

We use your personal information for several legitimate purposes:

• Providing financial planning consultation services and ongoing support
• Communicating with you about your consultation sessions and account status
• Improving our services and developing new consultation offerings
• Complying with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal information based on several legal foundations:

How We Protect Your Information

We implement comprehensive security measures to protect your personal information:

• Encrypted data transmission and secure storage systems
• Access controls limiting staff access to necessary information only
• Regular security audits and system updates to maintain protection standards

Your Privacy Rights

You have several important rights regarding your personal information:

• Right to access your personal information and request copies
• Right to correct inaccurate or incomplete information
• Right to request deletion of your personal information
• Right to restrict or object to certain processing activities
• Right to data portability and withdraw consent where applicable

Cookies and Tracking Technologies

We use cookies and similar technologies to improve your website experience and analyze usage patterns.

For detailed information, please review our Cookie Policy

Sharing Information with Third Parties

We may share your information with trusted third parties who assist in providing our services, always under strict confidentiality agreements and privacy protections.

Data Retention Periods

We retain your personal information only as long as necessary to provide services and comply with legal obligations, typically for seven years after service completion.

Children's Privacy Protection

Our services are designed for adults and we do not knowingly collect personal information from individuals under 18 years of age.

Privacy Policy Updates

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements, with notice provided for significant changes.

Privacy Questions and Concerns

For privacy-related questions or to exercise your rights, please contact us: